Spotfire® Web Client User Guide

Pinning visualization mods to the visualization flyout

Visualization mods that have been saved to the library can be pinned, which means they are added next to the list of native visualizations in the Visualization types flyout. Once a visualization mod is part of the visualizations list, it becomes available for selection also in future analyses. In addition, the visualization mod will appear as a choice whenever you select a visualization type, for example, when you want to switch to another visualization or create a details visualization.

Before you begin

The visualization mod is saved in the library. See Saving a visualization mod in the library.

Procedure

  1. On the authoring bar, click to open the Visualization types flyout.
    The upper part of the flyout, above the line, lists visualization mods that are not yet added to the list of pinned visualizations.
  2. Hover over the visualization mod, click options , and select Pin.

    If the visualization mod is not available in the flyout, you can click options in the Visualization types search field at the top of the flyout, and select Find visualizations in the library. Locate and right-click the visualization mod of interest, and select Pin to visualizations.

    The visualization mod is shown below the line, in the lower part of the flyout.
    Note: To remove the visualization mod from the Visualization types flyout, locate the visualization to unpin, click the button, and select Unpin.

Pinning visualization mods to the flyout using administrator preferences

As an administrator with access to the Administration Manager, you can pin visualization mods to make them available by default for certain user groups.

Before you begin

You are an administrator with access to the installed Spotfire client.

Procedure

  1. As an administrator, follow the steps above to pin visualization mods to the flyout, so that the selection of visualizations is as you want it to be for the group.
  2. When you are satisfied, in the Visualization types flyout, click the menu at the top right of the flyout and select Copy info about pinned visualizations to clipboard.
    This action copies the current layout of the flyout to the clipboard in a format that is directly suited to be pasted into the preference as described in the next steps.
  3. In the installed client, click Tools > Administration manager and go to the Preferences tab.
  4. Select the group for which to change the preferences and, in the lower right part of the Administration Manager, click Edit.
  5. Expand Application, click Mods and, next to Pinned visualization mods, paste the previously copied string.
    See the Administration Manager help for more information about preferences.
  6. Click OK and Close the Administration Manager.